Published by Gbaf News
Posted on February 12, 2016
2 min readLast updated: January 22, 2026
Junxure (www.junxure.com), an industry-leading CRM solutions and technology firm for financial advisors, today announced at the T3 Advisor Conference in Ft. Lauderdale its latest enhancements to its cloud-based CRM platform, Junxure Cloud®. As part of its ClientFirst initiative, Junxure Cloud is expanding to deliver more prospecting and business development tools, deeper levels of technology integration, a custom client portal, and client data automation features.
“The impact of the ‘robo effect’ on advisors means more on-demand expectations, and we are committed to innovating not only for our customers but for their clients as well,” said Greg Friedman, President and CEO of Junxure. “That’s the concept behind ClientFirst and the driving force for these enhancements.”
Highlights include:
Future development for Junxure Cloud expected in 2016 includes a mobile solution as well as deeper integrations with TD Ameritrade Institutional’s VEO, Orion Connect, Advent, Hubspot, Sharefile, and Laserfiche among others. For a full list of current and upcoming integrations, log on to junxure.com/integrations.
“With a powerful CRM at the center of an advisor’s business, we combine ground-breaking, actionable features with meaningful integrations across best-in-breed platforms in portfolio management, document management, and financial planning,” said Friedman. “The result is an optimized business experience that doesn’t sacrifice a firm’s service model or limit their technology.”
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